Slide 1: Noosa Conference Presentation
For personal use only Noosa Conference Presentation 10 November 2022 ASX:EXR
Slide 2: The Company
For personal use only 1. The Company 2
Slide 3: Company Overview
Company Overview For personal use only Nomgon CBM Project - Gobi H2 Project - Grandis Gas Project - Mongolia Mongolia Queensland • 100% owned CSG project • Partnering with SB Energy • Material initial contingent resources just booked • Excellent location next to • Proximity to market the key China f
Slide 4: Capital Structure / Board
Capital Structure / Board Highly experienced team Richard Cottee Non-Executive Chairman For personal use only Capital Structure Current (pre-raise) Former Managing Director of CSG focused Queensland Gas Corporation (QGC), taking it from market cap of $20M to $5.7B No of Shares 912M Other former CEO
Slide 5: Taroom Trough - ATP 2044 Grandis Gas Project
2. For personal use only Taroom Trough - ATP 2044 Grandis Gas Project 5
Slide 6: Initial Contingent Resource Booking
Initial Contingent Resource Booking For personal use only ATP 2044 - Grandis Gas Project Contingent Resources (100% WI) Units 1C 2C 3C Gas Initially In Place (GIIP) BCF 2,128 7,007 22,699 Recoverable Gas BCF 93 395 1,493 Recoverable Condensate MMbbl 0.7 3.6 17.3 Note: These are unrisked contingent r
Slide 7: Regional Location
Regional Location Area of 1,000 km2 For personal use only located close to existing gas transmission infrastructure Connected to domestic and international markets Easy access to well locations by road Established oil and gas province for many decades
Slide 8: Adjacent to existing and proposed pipelines
Adjacent to existing and proposed pipelines For personal use only
Slide 9: ESG Friendly (for investors and industry players)
ESG Friendly (for investors and industry players) For personal use only “It is true that we have to replace • Gas from this project can reach world Russian oil and gas… markets quickly via Gladstone ..This can be done with the existing • The Taroom Trough contains oil and gas resources in the world…
Slide 10: In Summary
In Summary ü Material discovered gas asset with access For personal use only to local and international gas markets ü Perfect timing to mature another gas play given the current global energy market dynamics ü International and Australian majors actively working the play ü Elixir one of a number of
Slide 11: Nomgon CBM PSC
For personal use only 3. Nomgon CBM PSC 11
Slide 12: CBM Asset Overview
CBM Asset Overview Elixir’s foundation – the 100% owned For personal use only Nomgon IX Coal Bed Methane (CBM*) Production Sharing Contract (PSC) project in the South Gobi region of Mongolia Highly experienced CSG team – first mover in taking Australia’s leading skills to Mongolia Located on Mongoli
Slide 13: Extended Pilot Production Test
Extended Pilot Production Test Aim For personal use only • Dewater coals and flow gas from the Nomgon CBM discovery • Provide proof of concept for commercial development • First extended production test in Mongolia Wells • 2 production wells 100m apart • Depth to coal ~450m • Pressure monitoring wel
Slide 14: Gobi H2
For personal use only 4. Gobi H2 14
Slide 15: Gobi H2 Project
Gobi H2 Project • Mongolia combines: MOUs with SBE and For personal use only • Exceptional renewable Govt resources • A H2 market that can be Pilot pre-feasibility reached by pipeline not boat results due soon • These advantages make Gobi H2 a potential globally Tier Targeting local and One green hy
Slide 16: An advantageous location for H2 production
For personal use only An advantageous location for H2 production Large steel mills 16
Slide 17: Hydrogen Delivery Costs
Hydrogen Delivery Costs • Around 2/3 of the cost of Cost of gas-to-gas hydrogen transportation, including conversion and reconversion - 2030s For personal use only producing green H2 are For hydrogen production of ~15PJ/year the cost of renewables • Shipping H2 by boat costs multiples (~$20/GJ) of s
Slide 18: Partnering with SB Energy
Partnering with SB Energy For personal use only • Elixir is a small (but nimble) ASX listed company that has been developing the Gobi H2 project – the first of its kind in Mongolia • Earlier this year Elixir signed a MOU with SB Energy (SBE) – a wholly owned subsidiary of Japan’s SoftBank Group – un
Slide 19: Summary
For personal use only 5. Summary 19
Slide 20: Corporate Highlights
For personal use only Corporate Highlights Grandis gas project books CBM pilot production Strong balance sheet and 100% material initial contingent project underway and gas asset ownership provides resources. Daydream-2 water (then gas) flows due maximum strategic optionality appraisal well due late
Slide 21: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only This document has been prepared by Elixir Energy Limited (ABN 51 108 230 995) (“Elixir”) in connection with providing an overview of its business to interested analysts/investors. This presentation is being provided for the sole purpose of providin
Slide 22: Appendix
Appendix Methodology: For personal use only The estimate of Prospective Resource was compiled by Elixir’s Chief Geoscientist, Mr Greg Channon, who has completed a detailed and formal report on the prospective resources in ATP 2044. The work was undertaken in accordance with the Society of Petroleum
Slide 23: Investors & Media
INVESTORS & MEDIA For personal use only Neil Young Managing Director info@elixirenergy.com.au Phone +61 8 7079 5610 www.elixirenergy.com.au www.elixirenergy.com.au